Employee Stock Ownership Plans (ESOPs)

1,189 topics in this forum

1. ESOP Administration Vendor Search

   By Guest KPeterson, July 29, 1999
   • 1 reply
   • 2.3k views
   • 
   • RLL
   • July 29, 1999

2. 1042 treatment of note

   By Guest Mike Cain, July 28, 1999
   • 1 reply
   • 3.1k views
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   • RLL
   • July 29, 1999

3. ESOP purchase of another company

   By Guest beth beaube, July 27, 1999
   • 4 replies
   • 4.5k views
   • 
   • Guest
   • July 28, 1999

4. ESOP Loan Refinancing

   By RLL, July 15, 1999
   • 3 replies
   • 3k views
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   • RLL
   • July 16, 1999

5. Notification Requirements.

   By Guest JBDixon, June 29, 1999
   • 6 replies
   • 2.4k views
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   • Guest
   • July 15, 1999

6. Employee rights and the trustee's fiduciary responsability

   By Guest Heidi Roche, July 13, 1999
   • 2 replies
   • 2.2k views
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   • RLL
   • July 14, 1999

7. use of employee deferrals to repay KSOP loan

   By Guest beth beaube, July 1, 1999
   • 3 replies
   • 3k views
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   • Guest
   • July 5, 1999

8. List of Stock Thrift Banks with ESOPs?

   By Guest Renee Ward, June 29, 1999
   • 1 reply
   • 1.9k views
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   • Guest
   • June 29, 1999

9. I need an ESOP expert

   By Guest creative1, June 3, 1999
   • 3 replies
   • 2.2k views
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   • Guest
   • June 24, 1999

10. Diversification Requirements

    By Guest JBDixon, June 22, 1999
    • 1 reply
    • 1.9k views
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    • RLL
    • June 22, 1999

11. Section 1042 Tax-free Exchanges

    By Guest TDeckert, June 15, 1999
    • 3 replies
    • 2.6k views
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    • Guest
    • June 19, 1999

12. Trustee Liability and ESOPS

    By Guest SSCARO, June 10, 1999
    • 1 reply
    • 2.4k views
    • 
    • Kirk Maldonado
    • June 11, 1999

13. Reactions to Microsoft ruling and retroactive ESPP participation liabi

    By Guest Needtokno, June 2, 1999
    • 0 replies
    • 2k views
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    • Guest
    • June 2, 1999

14. Allocation of 1042 Shares

    By Guest rcm, January 22, 1999
    • 3 replies
    • 2.4k views
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    • Guest
    • May 26, 1999

15. ESOP Contributions

    By Guest q, May 25, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • May 25, 1999

16. ESOP Vote solicitation

    By Guest planwiz, May 20, 1999
    • 1 reply
    • 2.3k views
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    • Guest
    • May 20, 1999

17. Uses of ESOP loan proceeds.

    By Guest JBDixon, May 12, 1999
    • 2 replies
    • 2.2k views
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    • Guest
    • May 12, 1999

18. ESOPS and securities law

    By Guest TDeckert, May 11, 1999
    • 1 reply
    • 2.3k views
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    • Dowist
    • May 12, 1999

19. IRS requests comments on Form 5309 (this is a reprint of an IRS-issued

    By Dave Baker, May 7, 1999
    • 0 replies
    • 2k views
    • 
    • Dave Baker
    • May 7, 1999

20. Determination of ownership percentage

    By Guest gcrechale, April 7, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • April 7, 1999

21. Right to demand employer securities

    By Guest GBMcGrath, April 6, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • April 6, 1999

22. S-Corp ESOP

    By Guest HD, February 23, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • March 31, 1999

23. ESOPS IN THE CHILD CARE INDUSTRY

    By Guest hstine, March 16, 1999
    • 1 reply
    • 2.1k views
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    • Guest
    • March 31, 1999

24. Which Valuation Date

    By Guest ralar, March 15, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • March 31, 1999

25. ESOP to P/S

    By Guest Lucy, March 15, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • March 18, 1999

26. Using dividends to make ESOP loan payments

    By Guest Becky Hoffman, February 11, 1999
    • 6 replies
    • 4.4k views
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    • QDROphile
    • February 19, 1999

27. Allowable Discrimination

    By richard, February 4, 1999
    • 2 replies
    • 3.2k views
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    • Guest
    • February 13, 1999

28. employee negotiating ESOP

    By Guest spanish prisoner, February 3, 1999
    • 2 replies
    • 2.3k views
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    • Guest
    • February 4, 1999

29. Ouch for S corp ESOPs

    By Dawn Hafner, February 1, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 3, 1999

30. Use of Profit Sharing Assets to Purchase Employer Securities

    By Guest rcm, January 30, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 30, 1999

31. Conversion of KSOP to 401(k) plan investing only match in employer sto

    By Guest mbklein, January 19, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 24, 1999

32. What are the ERISA impacts on corporations converting to limited liabi

    By Guest Penny Kilpatrick, January 11, 1999
    • 2 replies
    • 3.5k views
    • 
    • QDROphile
    • January 22, 1999

33. Gain on sale of unallocated ESOP stock is treated as annual addition u

    By Guest garvey_agg, January 15, 1999
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • January 21, 1999

34. Leveraged ESOP

    By Tom Poje, January 16, 1999
    • 10 replies
    • 4.2k views
    • 
    • Guest
    • January 21, 1999

35. Savings & Loans

    By Guest cls3277, January 13, 1999
    • 1 reply
    • 2.6k views
    • 
    • BeckyMiller
    • January 19, 1999

36. Insiders as Fiduciaries

    By Guest djsimonetti, January 12, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • January 12, 1999

37. Who Is "Employer" In Controlled Group For ESOP?

    By Guest LWYRRCM, January 5, 1999
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • January 8, 1999

38. Diversification Requirements

    By Guest CTYSON, November 19, 1998
    • 7 replies
    • 3.6k views
    • 
    • BeckyMiller
    • December 16, 1998

39. Voting of Unallocated ESOP Shares

    By Guest Edward McElroy, December 1, 1998
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • December 2, 1998